Renewals quoted before remarketing
Connected Trading links agency systems to your rating and underwriting, so renewals get quoted before the agency shops them.
Contact us to learn more about Applied Epic® Agency management system.
Applied Epic® · Agency management system
The insurance agency management system built for agencies that plan to grow
Your producers, servicing and finance run P&C and benefits from one place, on one client record.
As the book grows, AI in Applied Epic takes on the routine work, inside the roles and permissions you already set.
The agency management system top-performing agencies rely on
From Best Practices agencies to the largest U.S. brokers, agencies that plan to grow run their business on Applied.
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61%
Best Practices agencies
Rely on Applied, per Reagan Consulting’s annual study of top-performing independent agencies.
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91%
Insurance Journal Top 100
Of the top P&C agencies on Insurance Journal’s annual ranking rely on Applied.
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81%
Largest U.S. brokers
Of Business Insurance’s 100 largest U.S. brokers rely on Applied technology.
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700+
Carrier markets connected
Trade with the carriers that matter to your book from inside Applied Epic.
Why agencies choose Applied Epic
One platform for every line, every carrier and every office
Every line of business in one platform
Write P&C and benefits, commercial and personal lines in the same system, so you see each client's coverage and the next policy to offer.
Carriers from inside Applied Epic
Quote, send submissions and receive policy downloads in the same workflow your team services the account in.
Built for new locations and acquisitions
Set permissions by role, branch and client, connect other tools through open APIs, and work in the browser from any office.
Applied beside you
Applied specialists help each role adopt Applied Epic at go-live and as new functionality ships, so new ways of working stick.
Why use insurance carrier software?
Your agencies run their business in their own systems, and you only see part of it. Outside those systems, you compete through email and portals and rekey what agents send.
Decision-ready risks in hours
Cytora digitizes every risk in any channel, format or language, so underwriters write more premium with the team they have.
One connection instead of dozens
Publish your appetite, questions and rules once, and every connected rater and agency platform quotes from the same version.
Applied Epic FAQs
Applied Epic is an insurance agency management system, the platform an agency runs its business on. It brings client servicing, new business and financial operations into one record across P&C and benefits.
Producers, account managers and finance teams work in the same system, and AI built into it takes on routine work such as reading documents and reconciling statements.
Applied Epic fits established, growth-minded agencies running multi-line books across P&C and benefits, typically 10 to 500+ staff. Smaller or single-line personal lines agencies focused on quoting speed are usually a better fit for EZLynx®.
If you’re unsure which fits, an Applied specialist can review your book and lines of business with you.
Applied Epic offers APIs that let the other tools your agency relies on read and write client and policy data. Those tools stay connected to the same record your team works in, so nothing is rekeyed between systems.
Applied Epic connects to carriers through Applied’s own carrier platforms. Ivans handles download and data exchange with more than 700 carrier markets, and Cytora helps carriers read incoming submissions and return quotes faster.
The clearest difference is where the AI runs. In Applied Epic, Epic Conductor works inside the management system, on the same client and policy records and under the same roles and permissions your team uses.
New AI capabilities build on the data and controls you already have.
